-91.6%
HTZ vs SUI
-14.8%
-76.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +5.2% | +4.0% | +6.3% |
| 7D | +18.9% | +10.0% | +8.9% | +12.8% |
| 30D | +26.3% | +8.4% | +17.9% | +20.2% |
| 3M | +49.7% | +0.7% | +49.0% | +48.2% |
| 6M | -61.1% | -0.9% | -60.2% | -61.4% |
| YTD | -56.0% | +0.6% | -56.7% | -56.8% |
| 1Y | -66.4% | +0.8% | -67.2% | -67.1% |
| 3Y | -75.8% | +15.5% | -91.3% | -78.9% |
| 5Y | -93.1% | -25.9% | -67.2% | -91.6% |
| All | -91.6% | -14.8% | -76.8% | -91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling